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39:05ENWhy GitHub Copilot Changed Its Billing for Agent WorkflowsTheo Browne · T3Theo explains why one agent request can consume vastly different resources, and what that means for subscription pricing.
1:23:54ZHFreda Duan:重新计算 AI 投资,也重新理解人的连接Gast: Freda Duan · Moderation: 张小珺Altimeter Capital 合伙人与张小珺讨论 token 成本、模型竞争、组织变革和快速变化中的焦虑。
1:35:14ENJosh Browder on Early Investing, DoNotPay and Founder DecisionsGast: Josh Browder · Moderation: Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.
1:08:23ENShiv Rao on Building Abridge, Clinical Workflows and AIGast: Shiv Rao · Moderation: Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.
1:34:54ENSix Months, Eighty Percent Churn, Five Times the TokensModeration: Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.
1:21:56ENYann LeCun Left Meta Because LLMs Will Not Get You to IntelligenceModeration: Jacob EffronThe Turing Award winner tells Jacob Effron why he spun AMI Labs out of Meta, why JEPA-style world models beat pixel generators, and why he thinks Hinton changed his mind in 2023.
41:05ENAnthropic’s 2028 AI Leadership Scenarios: Chips, Open Models and a Policy DebateMatthew Berman, Jensen Huang · Forward FutureMatthew Berman examines Anthropic’s US–China scenarios, questions its proposed export restrictions and argues that adoption and open-weight models matter as much as frontier capability.
1:01:41ENWhat Business Payments Reveal About OpenAI and Anthropic: Ara Kharazian on Ramp's AI IndexMatthew Berman, Ara Kharazian · Forward FutureRamp's chief economist explains what company purchases can reveal about AI adoption, model spending and the competition between providers—and what the data cannot show.
33:58ENAI, Vulnerability Disclosure, and Software Supply-Chain RiskTheo Browne · T3Theo examines how faster vulnerability research could affect disclosure, patch distribution, and recovery planning.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessModeration: Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
1:19:05ENAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
45:51ENClaude Subscription Credits and the Debate Over Third-Party Agent ToolsTheo Browne · T3Theo explains why a separate programmatic allowance affects T3 Code and questions the line between interactive and automated use.
41:45ENAI Cyberattacks and Defenses: What Recent Security Incidents ShowMatthew Berman · Forward FutureMatthew Berman examines supply-chain attacks, AI-assisted vulnerability research and the economics of defending software as models improve.
36:05ENWhen AI Agents Should Use HTML Instead of MarkdownTheo Browne · T3Theo explores interactive reports, visual plans, code review, and one-off tools while weighing the costs of generated HTML.
34:56ENOn Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.
1:42:54ENAI and Cybersecurity: Matthew Berman’s Warnings, Predictions and Open QuestionsMatthew Berman · Forward FutureA livestream reviews reported AI-assisted threats and debates whether stronger defensive models can keep pace with attackers.
56:43ENTheo on AI Coding, Cognitive Debt and Keeping Your SkillsTheo Browne · Ping LabsCoding agents can speed up development and learning, but outsourcing understanding creates a different kind of debt.
1:13:48ENPatrick Forquer on Selling Legal AI and Scaling Legora’s Revenue TeamGast: Patrick Forquer · Moderation: Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.
3:50:35ZH姚顺宇:从理论物理到大模型,理解训练、组织与协作Gast: 姚顺宇 · Moderation: 张小珺研究科学家与张小珺讨论预训练、编程智能体、长任务,以及从 Anthropic 到 Google DeepMind 的经历。
1:57:54ENCliff Weitzman on Speechify, AI Tools and Learning Through IterationGast: Cliff Weitzman · Moderation: Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.
1:26:16ENMilliseconds to Match: How Criteo Bids on a Billion Anonymous ProfilesModeration: Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.
1:36:35ENAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:22:52ENRichmond Alake on Agent Memory, Context Engineering and the Cost of RecallMatthew Berman, Richmond Alake · Forward FutureIn a livestream with Matthew Berman, Oracle’s Richmond Alake explains how agents store, retrieve and consolidate information, and where memory design trades off with caching and latency.
35:13ENTheo on Anthropic’s SpaceX Compute Deal and Claude Usage LimitsTheo Browne, Dario Amodei · Ping LabsThe May 2026 partnership expands capacity for Claude while raising questions about AI infrastructure, training data and competition.
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